Connect CRM.io and Close to Build Intelligent Automations

Choose a Trigger

CRM.io

When this happens...

Choose an Action

Close

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Call

New Call

Triggers when a new Call is created or completed.

New Contact

New Contact

Triggers when a new contact is created.

New Email

New Email

Triggers when a new incoming Email is created or an outgoing Email is sent.

New Lead

New Lead

Triggers when a new lead is created.

Lead Status Change Updated

Lead Status Change Updated

Triggers when a Lead status change is updated.

New Task

New Task

Triggers when a new task is created or completed.

Do thisActions

Action is the task that follows automatically within your CRM.io integrations.

List All lists

List All lists

Retrieves the detail of all lists

Search List by Name

Search List by Name

Retrieves the detail of lists by name

List All Tags

List All Tags

Retrieves the detail of all tags

Search Notes

Search Notes

Retrieve notes for a contact by email.

List All Companies

List All Companies

Retrieves the detail of all companies

List All Deals

List All Deals

Retrieves the detail of all deals

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Frequently Asked Questions

How do I start an integration between CRM.io and Close?

To start, connect both your CRM.io and Close accounts to viaSocket. Once connected, you can set up a workflow where an event in CRM.io triggers actions in Close (or vice versa).

Can we customize how data from CRM.io is recorded in Close?

Absolutely. You can customize how CRM.io data is recorded in Close. This includes choosing which data fields go into which fields of Close, setting up custom formats, and filtering out unwanted information.

How often does the data sync between CRM.io and Close?

The data sync between CRM.io and Close typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from CRM.io to Close?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between CRM.io and Close?

Yes, you can set conditional logic to control the flow of data between CRM.io and Close. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

CRM.io

About CRM.io

CRM.io is a comprehensive Customer Relationship Management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, ensuring that businesses can maintain strong relationships with their clients and improve customer satisfaction.

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Close

About Close

Close is a powerful CRM platform designed to help sales teams close more deals and manage their customer relationships effectively. With features like email automation, calling, and reporting, Close streamlines the sales process and enhances productivity.

Learn More